PROFESSIONAL DISCLOSURE STATEMENT
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- Jonathan Grant
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1 3550 Parkwood Blvd. Suite D-401 Frisco, TX PROFESSIONAL DISCLOSURE STATEMENT Qualifications: I am a Licensed Professional Counselor Intern licensed by the Texas State Board of Examiners of Professional Counselors and a Nationally Certified Counselor. My treatment specialties include play therapy for children, child and adolescent behavior problems, ADHD, attachment disorders, relational conflict and communication, parenting or family issues, couple counseling, adults and children experiencing divorce, physical/sexual/emotional abuse, anger management for adults and adolescents, death of a loved one, domestic violence, spirituality, depression, anxiety and bi-polar disorder. I work with adults, adolescents, and children. Experience: I have worked in the private sector for 20 years as a banking consultant, I feel this experience has helped me understand the challenges people face in their careers. I have facilitated small groups as a volunteer through communitybased settings since 1985 in the areas of personal growth and development. I have been working with individuals in a professional counseling setting since 2008 and have extensive training and experience with domestic violence, relational conflict, and sexual abuse. Nature of Counseling: My theory of counseling is Adlerian Therapy. I seek to establish a collaborative relationship with the client whereby we explore the nature of the client s current life experience and deter-mine and work toward beneficial goals. Our exploration together includes an understanding of the client s lifestyle their basic beliefs about themselves, others, and the world, and identification of possible mistaken beliefs and how these might attribute to their current experience. In working with children I use a child-centered approach in play therapy where the child is facilitated in their understanding and control of their emotions and choices. Informed Consent Emergency/Crisis: Please know that does not provide a 24-hour crisis counseling service. Should you experience an emergency necessitating immediate mental health attention, call or go to the nearest emergency room for assistance. Counseling Relationship: During the course of counseling, you and/or your child will meet with Dean for approximately 45 minute sessions. Although sessions may be psychologically intimate, the relationship between client and therapist is professional. Please do not ask me to relate to you in any way other than the professional context of counseling sessions. Effects of Counseling: At any time, you may initiate a discussion of possible positive or negative effects of entering, not entering, continuing, or discounting counseling. While benefits are expected from counseling, specific results are not guaranteed. Counseling is a process of personal exploration and may lead to major changes in your life perspectives and decisions. These changes may affect significant relationships, your job, and/or your understanding of yourself. Some of these life changes could be temporarily distressing. The exact nature of these changes cannot be predicted. Together we will work to achieve the best possible results for you. v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 1 of 13
2 Clients Rights Some clients need only a few counseling sessions to achieve their goals; others may require months or even years. As a client, you are in complete control and may end our counseling relationship at any time, though I do ask that you participate in a termination session. You also have the right to refuse or discuss modification of any counseling techniques or suggestions that you believe might be harmful. You are assured that counseling services will be rendered in a professional manner consistent with accepted legal and ethical standards as stipulated by the Texas State Board of Examiners of Licensed Professional Counselors and the HIPAA security and privacy rules. If at any time, for any reason you are dissatisfied with the services at Crossroad Counseling, please let me know so that existing issues can be worked through. If someone is not available to resolve your concerns, you may report your complaint. Referrals: Should you and/or Dean believe that a referral is needed; you will be provided with some alternatives, including programs and/or people who may be available to assist you. Also, should you miss two appointments concurrently for whatever reason; a referral will also be provided. You will be responsible for contacting and evaluating those referrals and/or alternatives. Fees: In return for a fee of $75 per session, agrees to provide counseling services for you. The original intake session is $ The fee for each session will be due at the conclusion of each session. The rate for all related counseling services, including but not limited to, time incurred due to phone calls over 5 minutes, medical concerns, psychiatric concerns, home and family social studies, child protective service cases, adoption and foster care, issues of divorce, child custody, attorney consultations, educational concerns, behavioral concerns, ARD meetings, classroom observations, interactions with insurance providers, etc., will be billed at $75 per hour in 15 minute increments. In the case of off-site services, fee includes travel time to and from Crossroads Counseling. Checks are payable to, ". CANCELLATION POLICY: In the event you are unable to keep an appointment, please give notification of 24 hours or more. IF A CANCELLATION OCCURS WITHOUT A 24 HOUR NOTICE OR YOU FAIL TO KEEP YOUR SCHEDULED APPOINTMENT, A REGULAR SESSION FEE WILL BE BILLED TO YOU. All returned checks will incur a $25.00 return-check fee. If you are absent two weeks in a row without contacting me, you will be provided with other referral sources for further counseling. Likewise, if you are absent three sessions in a row, even with contact, you will provided with other referral sources for a continuation of counseling at a different facility. If you do, at any time, intend to discontinue counseling, please inform me as soon as possible so that other clients can be serviced. Records and Confidentiality: All of our communications become part of the clinical record. Records are the property of. Adult client records are disposed of six years after the file is closed. Minor client records are disposed of six years after the client's 18th birthday. Guardians Most of our communication is confidential, but the following limitations and exceptions due exist: a) you are a danger to yourself or someone else; b) you disclose sexual contact with another mental health professional; c) I am ordered by a court to disclose information; d) you direct me to release your records; e) there is reason to believe that abuse or neglect of a child, elderly, or disabled person occurred or a situation exists possibly leading to abuse or neglect; or, f) I am otherwise required by law to disclose information. Should you or an entity through your signature, request a copy of you or your child s counseling records, please be aware that a $30.00 record preparation fee will be incurred and a Release of Records form must be signed. An overall counseling summary, in lieu of records, may also be provided. A fee of $30 per 15 minutes is charged for preparation time. If records are subpoenaed, this does not indicate an automatic release of records and is at liberty to be quashed should it be deemed not in the client s best interest. To further protect your confidentiality, if I see you in public, I will only acknowledge you if you approach me first. v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 2 of 13
3 Court: It is in your best interest to know that conducting expert witness/testimonial service is not in my area of interest or expertise. I do not agree to serve as an expert witness or to provide testimonial services for you, and you agree not to cause my services to be used in this way. If you are seeking counseling for court or court-related purposes or motivations, I will provide you with alternative appropriate referral sources. Should you, your attorney, your spouse or ex-spouses attorney,subpoena me or your client file as a factual case witness, or involve me in courtrelated proceedings, you agree to pay $ for every hour of my time involved, including case preparation, travel, witness time, and any wait time related to a court-related process. You further agree to pay a retainer fee of $2, at the time a subpoena is served, to be applied toward these charges. If a subpoena is issued for me, it will be turned over to an attorney, and I will consult with an attorney as necessary at your expense. A bill will be rendered to you for immediate payment when a subpoena is issued. You further agree that if my supervisor is required to participate in court-related proceedings, you will be assessed her court fees as well. If you have a suspicion that your case will be going to court, or you will need therapist testimony, please let me know before a counseling relationship is established, and appropriate referral sources will be provided to you. Please note: 24 hour advanced notice is required if a cancellation occurs related to a court process, including dismissal of case. If a 24 hour notification is not made, a fee of $2,400 will be billed. (8 $300 per hour) By my signature below, I acknowledge reading and understanding this document, and that any questions I had about this document were answered to my satisfaction, and that I was furnished a copy of this document. My signature below acknowledges my commitment to comply with all its terms and requirements, issue consent for Dean Wisdom, ThM, MEd, NCC, LPC-Intern to work with me, understand and agree to my financial obligations including the cancellation policy stated above, and acknowledge my commitment to conform to its entire specifications. Counselor Signature Updated Sept 2011 Client Copy v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 3 of 13
4 3550 Parkwood Blvd. Suite 401 Frisco, Texas Professional Disclosure Statement Agreement By my signature below, I acknowledge reading and understanding this document, and that any questions I had about this document were answered to my satisfaction, and that I was furnished a copy of this document. My signature below acknowledges my commitment to comply with all its terms and requirements, issue consent for Dean Wisdom, ThM, MEd, NCC, LPC-Intern to work with me, understand and agree to my financial obligations including the cancellation policy stated above, and acknowledge my commitment to conform to its entire specifications. Counselor Signature Updated Sept 2011 Counselor Copy v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 4 of 13
5 3550 Parkwood Blvd. Suite 401 Frisco, Texas CONFIDENTIALITY & CONSENT FOR SERVICES This agency holds your confidentially in the highest regard, from your identity to the information you offer in session. All client information is protected under both state and federal confidentiality laws. Specific information pertaining to your case will not be released to anyone except for specific billing purposes, your request for a release, situations involving risk to harm (see below), or court orders relating to a criminal case or investigation. There are certain limitations to confidentiality, some of which are required by law and others are required by the professional ethical code. Please be aware of the following exceptions to privileged communications: 1. Any evidence or reason to believe that a situation of child, elderly or handicap abuse and/or neglect exists. By law, this information must be reported to the Texas Department of Protective and Regulatory Services. 2. Any probability of physical harm to yourself or others. Protection form physical injury takes precedence over confidentiality and the therapist's primary responsibility is his/her "duty to warn" if she/he believes someone to be in imminent, physical danger. Therefore, if an individual intends to take harmful, dangerous, or criminal action against self or another, it is the therapist's duty to report such action or intent to the authorities. 3. If subpoenaed by a court, this may involve providing the court with verbal testimony and/or records such as clinical notes, tapes, letters, testing, and ledgers. 4. If a third-party billable service is paying or reimbursing for counseling services, it may be necessary to provide the billable party with counseling diagnoses, nature, and progress. 5. If client discloses that they have a disease commonly known to be both communicable and life threatening, counselors may be justified in disclosing information to identifiable third parties, if they are known to be at demonstrable and high risk of contracting the disease. I (we) do hereby give my (our) consent for counseling and/or related services at this facility. I (we) understand that all information pertaining to my (our) services all remain completely confidential except in those cases where confidentiality is limited. These limits of confidentially, as prescribed by Texas law, have been explained to me. I (we) further understand that any release of information concerning my (our) services shall occur only with my (our) written consent, excluding the above stipulated exceptions. Counselor Signature v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 5 of 13
6 3550 Parkwood Blvd. Suite 401 Frisco, Texas COURT TESTIMONY AGREEMENT I am seeking counseling for court testimony or court involvement on behalf of Dean Wisdom, ThM, MEd, NCC, LPC-Intern for myself, my child, or a family member. I am NOT seeking counseling for court testimony or court involvement on behalf of Dean Wisdom, ThM, MEd, NCC, LPC-Intern for myself, my child, or a family member. Court: It is in your best interest to know that conducting expert witness/testimonial service is not in my area of interest or expertise. I do not agree to serve as an expert witness or to provide testimonial services for you, your child, or any member of your family, and you agree not to cause my services to be used in this way. If you are seeking counseling for court or court-related purposes or motivations, I will provide you with alternative appropriate referral sources. Should you, your attorney, your spouse or ex-spouses attorney,subpoena me or your client file as a factual case witness, or involve me in court-related proceedings, you agree to pay $ for every hour of my time involved, including case preparation, travel, witness time, and any wait time related to a court-related process. You further agree to pay a retainer fee of $2, at the time a subpoena is served, to be applied toward these charges. If a subpoena is issued for me, it will be turned over to an attorney, and I will consult with an attorney as necessary at your expense. A bill will be rendered to you for immediate payment when a subpoena is issued. You further agree that if my supervisor is required to participate in court-related proceedings, you will be assessed her court fees as well. If you have a suspicion that your case will be going to court, or you will need therapist testimony, please let me know before a counseling relationship is established, and appropriate referral sources will be provided to you. Please note: 24 hour advanced notice is required if a cancellation occurs related to a court process, including dismissal of case. If a 24 hour notification is not made, a fee of $2,400 will be billed. (8 $300 per hour) By your signature below, you are indicating that you read and understood this document, that you are in full agreement with the contents of this document, and that any questions you had about this document were answered to your satisfaction. Counselor Signature v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 6 of 13
7 3550 Parkwood Blvd. Suite 401 Frisco, Texas CONSENT FOR DISCLOSURE OF INFORMATION I,, hereby provide authorization for Dean Wisdom, ThM, MEd, NCC, LPC-Intern, to obtain and /or provide the following information: To/from the following parties/agencies: Agency Name Contact Name Dean Wisdom, ThM, MEd, NCC, LPC-Intern 3550 Parkwood Blvd. Suite 401 Address Frisco, TX City, State, Zip Code Counselor Signature v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 7 of 13
8 3550 Parkwood Blvd. Suite 401 Frisco, Texas Informed Consent to Videotape - Adult My signature below confirms that conditions of my consent to be videotaped have been explained to me, and I understand the following: I am not required to be videotaped and I am under no obligation to have this session recorded. I can withdraw my permission at any time during or after the session. My access to counseling services will not be affected by my decision not to be videotaped. I have the right to review this recording with my therapist during a counseling session. I understand viewing of the tape is for the sole purpose of professional development, supervision, and/or training. Only my first name will be used, or my name will not be mentioned; the contents of the tape will remain confidential within the training site. The tape will be erased or destroyed upon completion of the professional development, supervisory and/or training review of this session. I may revoke this videotaping consent at any time by submitting to Dean Wisdom, ThM, MEd, NCC, LPC-Intern a request to withdraw my permission. The original copy of this consent form will be kept in my records with Crossroads Counseling. Counselor Signature v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 8 of 13
9 HIPPA Notice of Privacy Practices This notice describes how medical information about you may be used and disclosed and how you can get access to this information. Please review it carefully. This notice of Privacy Practices describes how we may use and disclose your protected health information (PHI) to carry out treatment, payment or health care operations (TPO) and for other purposes that are permitted or required by law. It also describes your rights to access and control your protected health information. Protected health information is information about you, including demographic information, that may identify you and that is related to your past, present, or future physical or mental health or condition and related health care services. Uses and Disclosures of Protected Health Information: Your protected health insurance may be used and disclosed by your therapist, our office staff and others outside of our office that are involved in your care and treatment for the purpose of providing health care services to you, to pay your health care bills, to support the operation of the therapist s practice as necessary, and any other use required by law. Treatment: We will use and disclose your protected health information as necessary to provide, coordinate, or manage your health care and any related services. This includes the coordination of management of your health care with a third party. For example, we would disclose your protected health information, as necessary, to a home health agency that provides care to you; or your protected health information may be provided to a physician to whom you have referred to insure that the physician has the necessary information to diagnose or treat you. Payment: Your protected health information will be used, as needed, to obtain payment for your health care services. For example, obtaining approval for a hospital stay or a higher level of treatment may require that your relevant protected health information be disclosed to the health plan to obtain approval for admission. Healthcare Operations: We may use or disclose as needed, your protected health information to support the business activities of your therapist s practice. These activities include, but are not limited to, quality assessment activities, employee review activities, training of therapists associated with this practice, licensing, marketing and fund raising activities, and conducting or arranging for other business activities. For example, we may disclose your protected health information to graduate students and Licensed Professional Counselor Interns who see clients at our office. In addition, we may call you by name in the waiting room when the therapist is ready to see you. We may use or disclose your protected health information, as necessary, to contact you to remind you of your appointment. We may use or disclose your protected health information in the following situations without your authorization: communicable diseases, abuse or neglect, food and drug administration requirements, legal proceedings, law enforcement, coroners, and if you present a threat to yourself or to others. Other permitted and required uses and disclosures will be made only with your consent, authorization and opportunity to object, unless required by law. You may revoke this authorization in writing at any time, except to the extent that your therapist of therapist s practice has taken an action in reliance on the use or disclosure indicated in the authorization. Acknowledgement of Receipt of HIPPA Notice of Privacy Practices for this office: Client signature (parent/guardian if minor patient) Consent for Use and Disclosure of Health Information: I hereby permit and release Dean Wisdom, ThM, MEd, NCC, LPC-Intern to release and furnish all medical and financial date related to my care that may be necessary now or in the future for purposes of treatment, payment, or healthcare operations to assist with, aid in, or facilitate the collection of data for purposes of utilization review, quality assurance, or medical outcomes evaluation purposes. Such information may be released to HMOs, PPOs, managed care organizations, IPAs, or other governmental or third party payors, or any organization contracting with any of the above entities to perform such functions. Client signature (parent/guardian if minor patient) You have the right to request restrictions of uses on disclosure of your health information; however, this office is not required to agree to a requested restriction. You have the right to revoke this consent in writing, except to the extent that this office has previously taken action in reliance on this consent. Your treatment by this office is conditional on your signing this consent. v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 9 of 13
10 3550 Parkwood Blvd. Suite 401 Frisco, Texas GENERAL INTAKE INFORMATION Name: : _ of birth: Age: Gender: M F Home Address: (Street address) (City) (Zip) Home Phone# Cell Phone# Work Phone# Contact you at Work? Yes No Contact you at home? Yes No Contact you on cell phone? Yes No address May I correspond with you via at the specified above address? Yes No Occupation Length of time at this Job? Work days and hours Would you describe your work as stressful? Yes No Referred by: Activities and/or hobbies you enjoy History of learning, emotional, or behavioral problems? Yes No (If yes, please explain) _ History of alcohol/drug/substance abuse? Yes No (If yes, please explain) _ History of criminal activity? Yes No (If yes, please explain) _ Emergency Contact Name Relationship to you: Phone # (Your signature on page 4 indicates consent to contact this person in the rare case an emergency should occur) General Health Excellent Good Fair Poor of Last Physical Primary Care Physician: Phone# Address: Street City Zip Current Diagnosis, or Medical Concerns: Psychiatrist: Phone# Address: Street City Zip Current Diagnosis, or Mental Health Concerns: List all current medications you are taking Medication Dosage Medication Dosage Medication Dosage v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 10 of 13
11 Have you ever seen a mental health professional? Yes No (Counselor, Psychologist, Psychiatrist) *Are you currently in counseling elsewhere? Yes No If yes, we require written confirmation of the counselor s consent for treatment at. Past Counseling History: s of Service Agency and Therapist Providing Service Have you ever been hospitalized for mental health concerns? Yes No : Briefly describe why you are seeking counseling? Present Household: (Anyone currently living with you) Name Age Gender Relationship Marital Status: Indicate all that apply and duration of each. Example, Married Separated Divorced Widowed Married Separated Divorced Widowed Married Separated Divorced Widowed If divorced, circle the number which best describes your relationship with you ex-spouse. Hostile Frustrating Friendly Are you currently involved in a custody dispute? Yes No Family of Origin: Name Age Gender Relationship v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 11 of 13
12 Family of Origin Atmosphere: Describe your relationship with your parents as a young child: Please give three adjectives to describe your relationship with your mother as a young child: _ Please give three adjectives to describe your relationship with your father as a young child: _ Which parent did you feel closest to, and why? When you were upset as a child, what did you do? In general, how do you think your overall experiences with your parents have affected your adult personality? Please summarize your current relationship with your parents. Please summarize your religious/spiritual beliefs and the importance they play in your life: Please summarize any major life changing events you have experienced which have positively or negatively affected you: Current Trauma/Stressors (Check all that apply) Divorce/Separation Death of a significant person Relationship difficulties Incarcerated family member Victim of trauma Health problems Family Stressors Work related problems Other (Please explain) v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 12 of 13
13 Interpersonal Problems (Check all that apply) Aggressive behavior Temper outbursts Boundary Issues Alcohol or drug abuse Sexual acting-out Social anxiety Other (Please explain) Current struggles in your life that you would like to address in counseling. (Check all that apply) Issues Related to Abuse Current or past physical abuse Current or past sexual abuse Current or past emotional abuse Current or past neglect History of abandonment/rejection History of family domestic violence Career/Academic Issues Colleague/Cohort problems Work performance Failing grades Career dissatisfaction Mood Related Concerns Disturbing Memories Sadness/Depression Suicidal thoughts Feelings of guilt & shame Excessive worrying Estranged relationships Family Relationship Concerns Adjusting to family changes Parenting/Discipline concerns Parent/child relationship Divorce Separation Religious/Spiritual concerns Behavioral Concerns Aggression toward others Drug/alcohol use Hyperactive/Impulsivity Betraying relationships Cutting Engaging in high-risk behaviors Other Concerns Sexual identity questioning Appetite eating concerns Sleep problems Stress management ADHD/ADD management Loneliness Other Struggles you would like to address Place a star by the most significant issue. Please summarize your current goals for counseling: v PLLC 3550 Parkwood Blvd. Suite 401v Frisco, TX Page 13 of 13
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